How to design a SIMPLE Accounting Spreadsheet in 3 Easy Stages

This short video will show you how to design a SIMPLE Accounting Spreadsheet in just 8 minutes and in 3 EASY Stages.

Firstly, we will set out our accounting spreadsheet formats and layout.
Then, we will use Excels TABLE function to easily create our final template.
Finally, we will enter Bank balances and transaction data to fully test out the template.

There are no complicated formulae to learn and the finished template is easy to use and is ideal for recording your basic accounting transactions.

The completed template can be expanded and adapted to meet your individual requirement.

As usual, I will show you how to obtain a copy of the final template later on in the video, and, if you need any help with the Excel routines I have used then please leave me a comment.

I hope you enjoy watching ...

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[LuxuriousInteriorDesigns]

I do enjoy and thank you for sharing I'm enjoying being able to do them with you💕 love the content keep it coming

[gordythegardener]

Hi Mr. Spreadsheet. Your videos are very useful, thank you. For the analysis column say I go into a builders merchant and spend £5 on materials and £15 on hand tools in the same transaction how do I enter this in your spreadsheet?

[MsAliy]

Hi Mr. Spreadsheet, thank you so much for these videos! Is there a formula used so that payments automatically show as negative figures once "payment" is selected, or were figures entered this way?

[HungryHouseMarketplaceInc]

Hi, If I have a single transaction for a customer with multiple products that some are taxed and others aren't how would I enter it based on this template? Eg. 2 grocery products are taxed at 13% and 2 other items are purchased tax free. Thanks

[thisthat]

Hi Mr Spreadsheet great video, have a issue on £10 I'm getting vat amount of £1.67 please advise on how to correct this thanks and excellent videos.

[chrislinton]

Hi very easy, however is there a way to show the gross figure as a minus automatically if payment is selected in 'Type' column?

[HungryHouseMarketplaceInc]

In the “Analysis or TaxRate” section if you need to add additional items to the list how is this done? I appreciate your help!

[JulioRPerez]

How can I connect this spreadsheet with a P/L report and a Balance Sheet?

[dooman]

I will pay you to set up a spread for me . I have apparel business that buy all my supplies with my credit card and pay it with my bank account. Customer pay their invoice in to my bank account. I Quick Book now but have clue what I’m doing. I’m to small of a business for that. I pay $50 a month for it